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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,370 | $34,316-75.6% | $74,722-88.8% | $72,975-88.5% |
| Participation rate | 29.6% | 42.4%-12.8pp | 54.5%-24.8pp | 69.5%-39.9pp |
| Annual return | 22.13% | 26.58%-4.4pp | 753.11%-731.0pp | 81.01%-58.9pp |
| Employer contribution / active EE | $241 | $692-65.2% | $1,084-77.8% | $2,440-90.1% |
| Participant deferral / active EE | $653 | $1,272-48.7% | $1,963-66.8% | $3,608-81.9% |
| Admin fee / account holder | $2,523 | $2,125+18.7% | $3,335-24.3% | $5,124-50.8% |